Welltower Inc.
WELL- 交易所
- NYSE
- 產業
- Real Estate Investment Trusts
- SEC CIK
- 0000766704
近 90 天，Welltower Inc. 內部人申報 1 筆公開市場買進、0 筆賣出；2026 年第 2 季末有 1,602 家機構在 13F 申報持有，市值合計 $1,607 億；沒有大師持有。
2025 年第 3 季 13F 持有人
Welltower Inc. 在 2025/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,337
- 較 2025 年第 2 季 +92 家
- 持有股數
- 6.25 億
- 較 2025 年第 2 季 +1,001 萬 (+1.6%)
- 總市值
- $1,113 億
- 較 2025 年第 2 季 +$168.2 億 (+17.8%)
- 新進機構
- 175
- 另有 588 家加碼
- 清倉機構
- 83
- 另有 357 家減碼
另有 21 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 WELL 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,602 | $1,607 億 |
| 2026 年第 1 季 | 1,498 | $1,333 億 |
| 2025 年第 4 季 | 1,438 | $1,255 億 |
| 2025 年第 3 季 | 1,337 | $1,113 億 |
| 2025 年第 2 季 | 1,266 | $994.6 億 |
| 2025 年第 1 季 | 1,237 | $973.9 億 |
| 2024 年第 4 季 | 1,132 | $778.6 億 |
| 2024 年第 3 季 | 1,064 | $769.4 億 |
| 2024 年第 2 季 | 1,001 | $609.7 億 |
| 2024 年第 1 季 | 963 | $526.3 億 |
| 2023 年第 4 季 | 935 | $485.5 億 |
| 2023 年第 3 季 | 828 | $420.5 億 |
| 2023 年第 2 季 | 813 | $399.0 億 |
| 2023 年第 1 季 | 776 | $344.6 億 |
| 2022 年第 4 季 | 799 | $308.8 億 |
| 2022 年第 3 季 | 786 | $298.3 億 |
| 2022 年第 2 季 | 819 | $373.9 億 |
| 2022 年第 1 季 | 847 | $422.9 億 |
| 2021 年第 4 季 | 807 | $365.4 億 |
| 2021 年第 3 季 | 763 | $336.3 億 |
| 2021 年第 2 季 | 759 | $334.3 億 |
| 2021 年第 1 季 | 735 | $274.3 億 |
2025 年第 3 季持有機構
每家機構持有 Welltower Inc. 的股數、市值與佔組合比重；股數變化跟 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 2,361,289 | $4.21 億 | 0.25% | +252,284+12.0% | 加碼 |
| Duff & Phelps Investment Management Co | 2,504,032 | $4.46 億 | 5.06% | −5,605−0.2% | 減碼 |
| Ameriprise Financial Inc | 2,772,247 | $4.86 億 | 0.11% | −86,030−3.0% | 減碼 |
| PGGM Investments | 2,800,752 | $4.99 億 | 8.07% | +138,665+5.2% | 加碼 |
| Cbre Clarion Securities LLC | 3,043,945 | $5.42 億 | 7.73% | −227,526−7.0% | 減碼 |
| Prudential Financial Inc | 3,107,906 | $5.54 億 | 0.66% | +333,576+12.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,169,190 | $5.65 億 | 0.32% | −101,141−3.1% | 減碼 |
| UBS Group AG | 3,278,121 | $5.84 億 | 0.11% | +1,183,077+56.5% | 加碼 |
| Russell Investments Group, Ltd. | 3,381,466 | $6.02 億 | 0.68% | −3,761−0.1% | 減碼 |
| Bank of New York Mellon Corp | 4,012,933 | $7.15 億 | 0.13% | −3,026−0.1% | 減碼 |
| Amundi | 4,146,455 | $7.22 億 | 0.23% | +82,035+2.0% | 加碼 |
| Resolution Capital Ltd | 4,203,084 | $7.49 億 | 14.57% | −881,544−17.3% | 減碼 |
| Capital World Investors | 4,247,262 | $7.57 億 | 0.10% | +2,657,766+167.2% | 加碼 |
| Deutsche Bank AG | 4,746,752 | $8.46 億 | 0.28% | +47,743+1.0% | 加碼 |
| Daiwa Securities Group Inc. | 4,907,438 | $8.74 億 | 2.95% | −444,093−8.3% | 減碼 |
| Nuveen, LLC | 5,073,261 | $9.04 億 | 0.24% | −49,125−1.0% | 減碼 |
| Centersquare Investment Management LLC | 5,257,190 | $9.37 億 | 9.41% | +258,980+5.2% | 加碼 |
| Goldman Sachs Group Inc | 6,068,437 | $10.8 億 | 0.16% | −62,397−1.0% | 減碼 |
| Legal & General Group Plc | 6,720,996 | $12.0 億 | 0.27% | −576,313−7.9% | 減碼 |
| Invesco Ltd. | 7,006,045 | $12.5 億 | 0.20% | −289,551−4.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,179,739 | $12.8 億 | 1.15% | +763,174+11.9% | 加碼 |
| Dimensional Fund Advisors LP | 7,408,170 | $13.2 億 | 0.28% | +210,564+2.9% | 加碼 |
| JPMorgan Chase & Co | 7,814,683 | $13.9 億 | 0.09% | −83,708−1.1% | 減碼 |
| Charles Schwab Investment Management Inc | 7,983,552 | $14.2 億 | 0.23% | +654,261+8.9% | 加碼 |
| Northern Trust Corp | 9,106,068 | $16.2 億 | 0.21% | +282,881+3.2% | 加碼 |
| Morgan Stanley | 9,594,841 | $17.1 億 | 0.10% | +782,146+8.9% | 加碼 |
| Principal Financial Group Inc | 10,184,059 | $18.1 億 | 0.92% | −249,605−2.4% | 減碼 |
| Price T Rowe Associates Inc | 15,091,113 | $26.9 億 | 0.29% | +2,930,034+24.1% | 加碼 |
| Geode Capital Management, LLC | 16,232,679 | $28.9 億 | 0.18% | +1,220,225+8.1% | 加碼 |
| Bank of America Corp | 19,378,590 | $34.5 億 | 0.26% | +367,463+1.9% | 加碼 |
| FMR LLC | 19,893,923 | $35.4 億 | 0.18% | +1,570,399+8.6% | 加碼 |
| Wellington Management Group LLP | 20,017,966 | $35.7 億 | 0.62% | −151,008−0.7% | 減碼 |
| Cohen & Steers, Inc. | 33,569,335 | $59.8 億 | 10.79% | −1,605,549−4.6% | 減碼 |
| State Street Corp | 41,253,954 | $73.5 億 | 0.25% | +1,637,665+4.1% | 加碼 |
| Capital International Investors | 46,516,255 | $82.9 億 | 1.34% | +1,842,934+4.1% | 加碼 |
| BlackRock, Inc. | 69,415,091 | $123.7 億 | 0.22% | +2,864,201+4.3% | 加碼 |
| Vanguard Group Inc | 89,778,383 | $159.9 億 | 0.24% | +3,991,896+4.7% | 加碼 |
| HRT Financial LP | 0 | $0 | 0.00% | −712,929−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −535,170−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −372,750−100.0% | 清倉 |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −305,591−100.0% | 清倉 |
| Gillson Capital LP | 0 | $0 | 0.00% | −250,955−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −169,844−100.0% | 清倉 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −148,339−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −81,819−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −70,321−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −53,206−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −46,843−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −42,018−100.0% | 清倉 |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −40,779−100.0% | 清倉 |
| Svenska Handelsbanken AB (publ) | 0 | $0 | 0.00% | −32,992−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −32,500−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −31,686−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −25,545−100.0% | 清倉 |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −24,136−100.0% | 清倉 |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −21,716−100.0% | 清倉 |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −20,642−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −17,206−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −15,687−100.0% | 清倉 |
| Blue Capital, Inc. | 0 | $0 | 0.00% | −15,128−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −9,983−100.0% | 清倉 |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −12,540−100.0% | 清倉 |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −9,885−100.0% | 清倉 |
| HBK Investments L P | 0 | $0 | 0.00% | −9,244−100.0% | 清倉 |
| Garland Capital Management Inc | 0 | $0 | 0.00% | −9,005−100.0% | 清倉 |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −8,755−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,886−100.0% | 清倉 |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −6,713−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,248−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,228−100.0% | 清倉 |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −5,863−100.0% | 清倉 |
| Integrity Alliance, LLC. | 0 | $0 | 0.00% | −5,305−100.0% | 清倉 |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −5,154−100.0% | 清倉 |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −4,399−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −4,049−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,041−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −3,922−100.0% | 清倉 |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −3,913−100.0% | 清倉 |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −3,860−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −3,625−100.0% | 清倉 |
| SMART Wealth LLC | 0 | $0 | 0.00% | −3,388−100.0% | 清倉 |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −3,185−100.0% | 清倉 |
| Net Worth Advisory Group | 0 | $0 | 0.00% | −3,069−100.0% | 清倉 |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −2,813−100.0% | 清倉 |
| Safeguard Investment Advisory Group, LLC | 0 | $0 | 0.00% | −2,624−100.0% | 清倉 |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −2,612−100.0% | 清倉 |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −2,578−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −2,294−100.0% | 清倉 |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −2,173−100.0% | 清倉 |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,013−100.0% | 清倉 |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −1,760−100.0% | 清倉 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −1,636−100.0% | 清倉 |
| Cherokee Insurance Co | 0 | $0 | 0.00% | −1,600−100.0% | 清倉 |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −1,488−100.0% | 清倉 |
| Argent Trust Co | 0 | $0 | 0.00% | −1,479−100.0% | 清倉 |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −1,406−100.0% | 清倉 |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −1,382−100.0% | 清倉 |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −1,334−100.0% | 清倉 |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −951−100.0% | 清倉 |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −785−100.0% | 清倉 |